Siebel Marketing Guide > Defining Filter and Segment Criteria > Creating, Loading, and Refreshing a Target Group Segment >

Refreshing a Target Group Segment List

You can refresh a target group at any time. This process overwrites the previous list of customers in the target group segment with the most recent customer information from Siebel Analytics. To save the previous list and generate a new list, return to your original Siebel Analytics report before you refresh the target group segment, and then use the Create Segment link to create a new segment. You can give the new segment a similar name, for example, My Segment - version 2. Now you have two identical segments and, if you refresh one, the other will not be changed.

You can refresh a target segment list in the following ways:

Processing a One-Time Refresh of a Target Group Segment List

You can request that a target group segment list be refreshed immediately or schedule the refresh for another time.

To refresh a target group segment list

  1. From the application-level menu, choose View > Site Map >Segments > My Segments.
  2. In the Segments list, query for your segment.
  3. Click the Target Groups view tab.
  4. Click Load/Refresh.
  5. In the Pick Start Time dialog box, select a start time for the refresh.

    6. NOTE:  the Start Time field defaults to the current date and time.

    1. To start the refresh immediately, do not change the start date and time.
    2. To schedule a start time, in the start time field, change the date and time.
  6. Click OK.

Scheduling a Repeating Refresh of a Target Group Segment List

The Analytic Adapter workflow process loads customer IDs for the target group into a staging table (X_DD_TRGTGRPMBR) in the Siebel transactional database. If your organization wants to schedule specific target groups to be refreshed on a regular basis, you can create a workflow process using the Analytic Adaptor Manager business service. This business service needs the input arguments shown in Table 52. For more information about creating a workflow process, see Siebel Business Process Designer Administration Guide.

Table 52. Analytic Adaptor Manager Input Arguments
Input Argument
Default Value
Description
AnalyticTool
Default to correct value for Siebel Analytics.
Optional. Indicates the analytic tool where the input result set will be generate.
NumberofDataKeys
=7
Optional. Specifies the maximum number of IDs that can load.
SegmentId
 
Required. Type the ID of the target group segment to be refreshed.


 Siebel Marketing Guide 
 Published: 23 June 2003